PTA CALIFORNIA CONGRESS OF PARENTS… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Phone

9256402788

Tax Period

2018-07-01 to 2019-06-30

PTA CALIFORNIA CONGRESS OF PARENTS DBA DONLON PTA, founded in 2014, is a micro nonprofit that reported $92K in total revenue in fiscal year 2018. Revenue decreased 10% compared to the prior year. Expenses of $84K left a modest 9% surplus.

Mission

TO PROVIDE EDUCATIONAL MATERIALS, EDUCATIONAL PRESENTATIONS, TECHNOLOGY SUPPORT AND LIBRARY MATERIALS FOR DONLON ELEMENTARY SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $82,966

TO PROVIDE EDUCATIONAL MATERIALS, EDUCATIONAL PRESENTATIONS, TECHNOLOGY SUPPORT AND LIBRARY MATERIALS FOR DONLON ELEMENTARY SCHOOL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $38,587

Program Service Revenue $1,266

Investment Income $0

Other Revenue $52,112

TOTAL REVENUE $91,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,966

Other Expenses $84,104

TOTAL EXPENSES $84,104

Year-over-Year Comparison

	2018	2017	Change
Revenue	$91,965	$101,752	-0.1%
Expenses	$84,104	$92,773	-0.1%
Net Income	$7,861	$8,979	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA WILSON	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
MARCIE RYAN	AUDITOR	1.00	Director	$0	$0	$0
DELIA COOPER	PPIE REP	0.50	Director	$0	$0	$0
TANYA STOVER	AUDITOR	0.35	Director	$0	$0	$0
JOHN GREENE	Treasurer	20.00	Officer	$0	$0	$0
MICHELLE LAM	VP ACTIVITIES	1.00	Officer	$0	$0	$0
KEELY SCHUH	VP COMMUNICATIO	3.00	Officer	$0	$0	$0
ALLISON FERRO	PRESIDENT	20.00	Officer	$0	$0	$0
DOMENICA GINOCCHIO	VP FUNDRAISING	4.00	Officer	$0	$0	$0
EMILY RAMPTON	FIN. SECRETARY	2.00	Officer	$0	$0	$0
ALICE CRUCE	VP MEMBERSHIP	1.00	Officer	$0	$0	$0
SHAREKA PENTONY	EXECUTIVE VP	4.00	Officer	$0	$0	$0
BECKA SCHNELL	Treasurer	7.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$91,965	$84,104	$89,499	$7,861
2018	$101,752	$92,773	$81,638	$8,979

PTA CALIFORNIA CONGRESS OF PARENTS DBA DONLON PTA